Bragg Financial Advisors
Latest statistics and disclosures from Bragg Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, VBR, FN, AMAT, and represent 11.46% of Bragg Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$7.8M), BAM (+$7.6M), ESGR (+$5.5M), MSM (+$5.2M), IAC (+$5.2M), JBT, EQC, NEE, UPBD, MDU.
- Started 5 new stock positions in SSB, GEV, FAS, BAM, CNC.
- Reduced shares in these 10 stocks: American Equity Investment Life Holding (-$25M), DECK (-$8.7M), D, SNX, ETN, EXC, AMAT, AXP, AVGO, WMT.
- Sold out of its positions in American Equity Investment Life Holding, CVS, EA, EMR, GL, HR, OMI, XLE, UNFI, YUMC.
- Bragg Financial Advisors was a net buyer of stock by $22M.
- Bragg Financial Advisors has $2.2B in assets under management (AUM), dropping by 0.53%.
- Central Index Key (CIK): 0001327055
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Portfolio Holdings for Bragg Financial Advisors
Bragg Financial Advisors holds 315 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 3.2 | $72M | 161k | 446.95 |
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| Apple (AAPL) | 2.8 | $63M | 300k | 210.62 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.2 | $49M | +3% | 269k | 182.52 |
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| Fabrinet SHS (FN) | 1.6 | $37M | 151k | 244.79 |
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| Applied Materials (AMAT) | 1.6 | $36M | -2% | 152k | 235.99 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $36M | 196k | 183.42 |
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| InterDigital (IDCC) | 1.6 | $35M | 304k | 116.56 |
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| SYNNEX Corporation (SNX) | 1.6 | $35M | -6% | 305k | 115.40 |
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| Sprouts Fmrs Mkt (SFM) | 1.4 | $32M | 377k | 83.66 |
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| Oracle Corporation (ORCL) | 1.4 | $31M | 217k | 141.20 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.3 | $30M | 119k | 250.13 |
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| Amazon (AMZN) | 1.2 | $27M | 140k | 193.25 |
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| Pvh Corporation (PVH) | 1.2 | $26M | 247k | 105.87 |
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| Servisfirst Bancshares (SFBS) | 1.2 | $26M | 410k | 63.19 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.1 | $25M | 168k | 150.43 |
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| Broadcom (AVGO) | 1.1 | $25M | -3% | 16k | 1605.52 |
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| Rli (RLI) | 1.1 | $25M | 174k | 140.69 |
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| Meta Platforms Cl A (META) | 1.1 | $25M | 49k | 504.22 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.1 | $24M | 486k | 50.11 |
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| Eaton Corp SHS (ETN) | 1.1 | $24M | -6% | 76k | 313.55 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.0 | $23M | 386k | 60.30 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.0 | $23M | 101k | 229.56 |
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| Oshkosh Corporation (OSK) | 1.0 | $23M | 209k | 108.20 |
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| Bofi Holding (AX) | 1.0 | $23M | +10% | 395k | 57.15 |
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| American Express Company (AXP) | 1.0 | $23M | -3% | 97k | 231.55 |
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| Vanguard Index Fds Value Etf (VTV) | 1.0 | $23M | 140k | 160.41 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.0 | $22M | -2% | 58k | 374.01 |
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| Msc Indl Direct Cl A (MSM) | 1.0 | $22M | +31% | 273k | 79.31 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $20M | 99k | 202.26 |
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| Enstar Group SHS (ESGR) | 0.9 | $20M | +38% | 65k | 305.70 |
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| MGIC Investment (MTG) | 0.9 | $19M | +6% | 901k | 21.55 |
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| Iac Com New (IAC) | 0.8 | $19M | +37% | 405k | 46.85 |
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| Home Depot (HD) | 0.8 | $18M | 54k | 344.24 |
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| Wal-Mart Stores (WMT) | 0.8 | $18M | -3% | 272k | 67.71 |
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| Texas Instruments Incorporated (TXN) | 0.8 | $18M | 93k | 194.53 |
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| Arrow Electronics (ARW) | 0.8 | $18M | 148k | 120.76 |
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| Costco Wholesale Corporation (COST) | 0.8 | $18M | -2% | 21k | 849.99 |
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| Merck & Co (MRK) | 0.8 | $18M | 142k | 123.80 |
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| Vishay Intertechnology (VSH) | 0.8 | $17M | +7% | 779k | 22.30 |
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| Amgen (AMGN) | 0.8 | $17M | 55k | 312.45 |
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| McDonald's Corporation (MCD) | 0.8 | $17M | 67k | 254.84 |
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| Danaher Corporation (DHR) | 0.8 | $17M | 68k | 249.85 |
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| Csw Industrials (CSWI) | 0.7 | $17M | 63k | 265.31 |
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| UnitedHealth (UNH) | 0.7 | $17M | 33k | 509.26 |
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| UGI Corporation (UGI) | 0.7 | $17M | 721k | 22.90 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $16M | +5% | 202k | 79.93 |
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| Cisco Systems (CSCO) | 0.7 | $16M | 336k | 47.51 |
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| Ameriprise Financial (AMP) | 0.7 | $16M | -3% | 37k | 427.19 |
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| Procter & Gamble Company (PG) | 0.7 | $16M | 95k | 164.92 |
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| Horace Mann Educators Corporation (HMN) | 0.7 | $15M | 471k | 32.62 |
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| CNO Financial (CNO) | 0.7 | $15M | 550k | 27.72 |
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| Qualcomm (QCOM) | 0.7 | $15M | 76k | 199.18 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $15M | +2% | 49k | 303.41 |
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| John Bean Technologies Corporation (JBT) | 0.7 | $15M | +50% | 158k | 94.97 |
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| New Jersey Resources Corporation (NJR) | 0.7 | $15M | 346k | 42.74 |
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| Booking Holdings (BKNG) | 0.6 | $14M | 3.6k | 3961.86 |
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| TJX Companies (TJX) | 0.6 | $14M | 130k | 110.10 |
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| G-III Apparel (GIII) | 0.6 | $14M | +6% | 511k | 27.07 |
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| MDU Resources (MDU) | 0.6 | $14M | +19% | 550k | 25.10 |
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| Advanced Micro Devices (AMD) | 0.6 | $14M | 85k | 162.21 |
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| Honeywell International (HON) | 0.6 | $14M | 64k | 213.54 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $14M | 118k | 115.12 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $14M | 31k | 441.16 |
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| Abbvie (ABBV) | 0.6 | $13M | 78k | 171.52 |
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| CSG Systems International (CSGS) | 0.6 | $13M | 323k | 41.17 |
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| Scholastic Corporation (SCHL) | 0.6 | $13M | 374k | 35.47 |
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| Union Pacific Corporation (UNP) | 0.6 | $13M | 58k | 226.26 |
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| Corning Incorporated (GLW) | 0.6 | $13M | +2% | 340k | 38.85 |
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| Johnson & Johnson (JNJ) | 0.6 | $13M | 89k | 146.16 |
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| Concentrix Corp (CNXC) | 0.6 | $13M | 203k | 63.28 |
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| Synaptics, Incorporated (SYNA) | 0.6 | $13M | 145k | 88.20 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $13M | 127k | 100.39 |
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| Walt Disney Company (DIS) | 0.6 | $13M | +2% | 127k | 99.29 |
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| Science App Int'l (SAIC) | 0.6 | $13M | 106k | 117.55 |
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| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.5 | $12M | 630k | 19.28 |
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.5 | $12M | 89k | 134.07 |
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| Abbott Laboratories (ABT) | 0.5 | $12M | 114k | 103.91 |
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| Becton, Dickinson and (BDX) | 0.5 | $12M | 49k | 233.71 |
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| Southern Company (SO) | 0.5 | $12M | 148k | 77.57 |
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| Progressive Corporation (PGR) | 0.5 | $11M | -5% | 54k | 207.71 |
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| International Business Machines (IBM) | 0.5 | $11M | +2% | 64k | 172.95 |
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| Adobe Systems Incorporated (ADBE) | 0.5 | $11M | +5% | 20k | 555.55 |
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| ConocoPhillips (COP) | 0.5 | $11M | -2% | 95k | 114.38 |
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| Rent-A-Center (UPBD) | 0.5 | $11M | +39% | 353k | 30.70 |
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| Fiserv (FI) | 0.5 | $11M | 73k | 149.04 |
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| Prudential Financial (PRU) | 0.5 | $11M | 90k | 117.19 |
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| Comcast Corp Cl A (CMCSA) | 0.5 | $11M | +3% | 269k | 39.16 |
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| Rbc Cad (RY) | 0.5 | $10M | 98k | 106.38 |
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| Intel Corporation (INTC) | 0.5 | $10M | 334k | 30.97 |
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| Raymond James Financial (RJF) | 0.4 | $10M | 81k | 123.61 |
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| Eli Lilly & Co. (LLY) | 0.4 | $10M | +8% | 11k | 905.38 |
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| Darling International (DAR) | 0.4 | $9.9M | 270k | 36.75 |
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| Ge Aerospace Com New (GE) | 0.4 | $9.9M | 62k | 158.97 |
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| Shell Spon Ads (SHEL) | 0.4 | $9.6M | +2% | 133k | 72.18 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $9.5M | 52k | 182.15 |
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| Pepsi (PEP) | 0.4 | $9.3M | 56k | 164.93 |
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| Deckers Outdoor Corporation (DECK) | 0.4 | $9.0M | -49% | 9.3k | 967.95 |
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| NVIDIA Corporation (NVDA) | 0.4 | $8.6M | +964% | 70k | 123.54 |
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| Air Products & Chemicals (APD) | 0.4 | $8.3M | 32k | 258.05 |
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| Prologis (PLD) | 0.4 | $8.2M | 73k | 112.31 |
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| BlackRock (BLK) | 0.4 | $8.0M | +2% | 10k | 787.32 |
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| Trane Technologies SHS (TT) | 0.3 | $7.7M | 24k | 328.93 |
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| Graphic Packaging Holding Company (GPK) | 0.3 | $7.7M | 293k | 26.21 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $7.6M | 62k | 123.80 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.3 | $7.6M | NEW | 201k | 38.06 |
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| Pfizer (PFE) | 0.3 | $7.3M | +11% | 261k | 27.98 |
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $7.2M | +4% | 68k | 106.55 |
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| Gra (GGG) | 0.3 | $7.1M | 90k | 79.28 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $6.9M | 12k | 553.00 |
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| Lowe's Companies (LOW) | 0.3 | $6.8M | 31k | 220.46 |
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| TreeHouse Foods (THS) | 0.3 | $6.8M | 185k | 36.64 |
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| salesforce (CRM) | 0.3 | $6.8M | +51% | 26k | 257.10 |
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| Equity Comwlth Com Sh Ben Int (EQC) | 0.3 | $6.6M | +259% | 341k | 19.40 |
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| Rio Tinto Sponsored Adr (RIO) | 0.3 | $6.3M | 96k | 65.93 |
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| Flowers Foods (FLO) | 0.3 | $6.3M | 282k | 22.20 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $6.1M | -2% | 11k | 544.22 |
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| Chevron Corporation (CVX) | 0.3 | $5.9M | -2% | 38k | 156.42 |
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| Ducommun Incorporated (DCO) | 0.3 | $5.8M | 101k | 58.06 |
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| Starbucks Corporation (SBUX) | 0.3 | $5.7M | +2% | 73k | 77.85 |
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| Verizon Communications (VZ) | 0.2 | $5.5M | +2% | 133k | 41.24 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $5.4M | -8% | 13k | 406.80 |
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| Nike CL B (NKE) | 0.2 | $5.3M | +3% | 71k | 75.37 |
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| VSE Corporation (VSEC) | 0.2 | $5.3M | 60k | 88.28 |
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| Tesla Motors (TSLA) | 0.2 | $5.1M | +9% | 26k | 197.88 |
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| American Tower Reit (AMT) | 0.2 | $5.0M | 26k | 194.38 |
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| United Parcel Service CL B (UPS) | 0.2 | $4.7M | 34k | 136.85 |
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| PPG Industries (PPG) | 0.2 | $4.7M | +4% | 37k | 125.89 |
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| Qorvo (QRVO) | 0.2 | $4.5M | 39k | 116.04 |
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| T. Rowe Price (TROW) | 0.2 | $4.4M | -4% | 38k | 115.31 |
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| Arcadium Lithium Com Shs (ALTM) | 0.2 | $4.4M | 1.3M | 3.36 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $4.3M | -3% | 42k | 104.55 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $4.3M | 7.00 | 612241.00 |
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| Nextera Energy (NEE) | 0.2 | $4.1M | +391% | 58k | 70.81 |
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| Truist Financial Corp equities (TFC) | 0.2 | $3.8M | -3% | 99k | 38.85 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $3.8M | -3% | 15k | 249.62 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $3.8M | 38k | 100.23 |
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| Equinix (EQIX) | 0.2 | $3.8M | +30% | 5.0k | 756.63 |
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| Boston Properties (BXP) | 0.2 | $3.6M | +6% | 59k | 61.56 |
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| Schweitzer-Mauduit International (MATV) | 0.1 | $3.3M | 194k | 16.96 |
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| Knife River Corp Common Stock (KNF) | 0.1 | $3.2M | 45k | 70.14 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $3.2M | +3% | 30k | 106.78 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $3.1M | +14% | 69k | 45.40 |
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| The Aarons Company (AAN) | 0.1 | $3.1M | 310k | 9.98 |
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| Paypal Holdings (PYPL) | 0.1 | $3.1M | +2% | 53k | 58.03 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $3.0M | 14k | 218.04 |
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| Valero Energy Corporation (VLO) | 0.1 | $2.8M | -3% | 18k | 156.76 |
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| General Dynamics Corporation (GD) | 0.1 | $2.7M | 9.4k | 290.12 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $2.7M | +12% | 47k | 58.23 |
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| Exelon Corporation (EXC) | 0.1 | $2.7M | -34% | 77k | 34.61 |
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| Metropcs Communications (TMUS) | 0.1 | $2.7M | +6% | 15k | 176.18 |
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| Littelfuse (LFUS) | 0.1 | $2.6M | 10k | 255.59 |
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| W.W. Grainger (GWW) | 0.1 | $2.5M | -2% | 2.8k | 902.24 |
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| Anthem (ELV) | 0.1 | $2.5M | 4.6k | 541.86 |
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| Deere & Company (DE) | 0.1 | $2.4M | 6.5k | 373.64 |
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| Hershey Company (HSY) | 0.1 | $2.4M | +360% | 13k | 183.83 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $2.4M | -2% | 22k | 113.46 |
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| Ingersoll Rand (IR) | 0.1 | $2.4M | 27k | 90.84 |
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| L.B. Foster Company (FSTR) | 0.1 | $2.4M | 112k | 21.52 |
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| UniFirst Corporation (UNF) | 0.1 | $2.4M | 14k | 171.53 |
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| Coca-Cola Company (KO) | 0.1 | $2.3M | +3% | 37k | 63.65 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $2.3M | 10k | 226.23 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $2.3M | -5% | 39k | 59.89 |
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| Live Oak Bancshares (LOB) | 0.1 | $2.3M | 65k | 35.06 |
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| Dupont De Nemours (DD) | 0.1 | $2.2M | -2% | 28k | 80.49 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $2.2M | +7% | 29k | 76.70 |
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| Darden Restaurants (DRI) | 0.1 | $2.2M | 14k | 151.31 |
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| Ge Vernova (GEV) | 0.1 | $2.1M | NEW | 12k | 171.51 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.0M | -3% | 3.5k | 576.59 |
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| Centene Corporation (CNC) | 0.1 | $2.0M | NEW | 30k | 66.30 |
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| Caterpillar (CAT) | 0.1 | $2.0M | 5.9k | 333.10 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.1 | $1.9M | +16% | 76k | 25.44 |
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| Quanta Services (PWR) | 0.1 | $1.8M | 7.3k | 254.09 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.8M | 12k | 150.50 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.8M | -5% | 7.4k | 242.10 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.1 | $1.8M | 9.3k | 191.05 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $1.7M | -5% | 37k | 47.19 |
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| Dominion Resources (D) | 0.1 | $1.7M | -57% | 35k | 49.00 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.7M | 6.4k | 267.51 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $1.7M | 20k | 85.66 |
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| Colgate-Palmolive Company (CL) | 0.1 | $1.7M | -2% | 17k | 97.04 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.7M | -2% | 33k | 49.42 |
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| Phillips 66 (PSX) | 0.1 | $1.6M | 12k | 141.17 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.6M | -4% | 39k | 41.53 |
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| AGCO Corporation (AGCO) | 0.1 | $1.6M | 16k | 97.88 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $1.5M | +4% | 5.7k | 266.00 |
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| Constellation Energy (CEG) | 0.1 | $1.5M | -4% | 7.6k | 200.27 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $1.5M | +5% | 31k | 48.67 |
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| Bank of America Corporation (BAC) | 0.1 | $1.5M | +4% | 38k | 39.77 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $1.4M | +8% | 27k | 51.87 |
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| General Mills (GIS) | 0.1 | $1.3M | -11% | 21k | 63.26 |
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| Stryker Corporation (SYK) | 0.1 | $1.3M | 3.9k | 340.25 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.3M | 2.6k | 500.13 |
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| Automatic Data Processing (ADP) | 0.1 | $1.3M | -3% | 5.5k | 238.69 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $1.3M | -5% | 7.3k | 175.78 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $1.2M | 14k | 88.11 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $1.2M | +2% | 12k | 97.27 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $1.1M | 8.7k | 128.43 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1.1M | -7% | 13k | 83.76 |
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| Brown Forman Corp CL B (BF.B) | 0.0 | $1.1M | 26k | 43.19 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $1.1M | 4.2k | 262.53 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $1.1M | +8% | 2.0k | 547.23 |
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| Fortive (FTV) | 0.0 | $1.0M | -7% | 14k | 74.10 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $1.0M | 9.5k | 106.66 |
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| AFLAC Incorporated (AFL) | 0.0 | $1.0M | 11k | 89.31 |
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| Goldman Sachs (GS) | 0.0 | $934k | 2.1k | 452.32 |
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| Visa Com Cl A (V) | 0.0 | $910k | +2% | 3.5k | 262.49 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $908k | 21k | 43.76 |
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| Public Storage (PSA) | 0.0 | $896k | -13% | 3.1k | 287.60 |
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| Ball Corporation (BALL) | 0.0 | $888k | 15k | 60.02 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $880k | 13k | 65.44 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $870k | -5% | 4.3k | 202.89 |
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| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.0 | $854k | 19k | 45.75 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $849k | 8.8k | 96.62 |
|
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $847k | -3% | 30k | 28.31 |
|
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.0 | $845k | 19k | 44.60 |
|
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $842k | 776.00 | 1085.00 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $807k | 5.8k | 138.32 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $801k | 13k | 63.08 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $792k | +3% | 13k | 59.39 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $767k | -3% | 13k | 58.52 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $767k | 9.7k | 78.78 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $755k | -3% | 11k | 71.39 |
|
| Ncino (NCNO) | 0.0 | $752k | 24k | 31.45 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $726k | +2% | 19k | 38.50 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $726k | 6.0k | 120.74 |
|
|
| Yum! Brands (YUM) | 0.0 | $692k | 5.2k | 132.46 |
|
|
| Allegion Ord Shs (ALLE) | 0.0 | $686k | 5.8k | 118.15 |
|
|
| Boeing Company (BA) | 0.0 | $675k | 3.7k | 182.01 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $664k | -2% | 8.2k | 81.08 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $647k | +28% | 8.8k | 73.69 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $612k | 3.0k | 203.03 |
|
|
| 3M Company (MMM) | 0.0 | $605k | -3% | 5.9k | 102.20 |
|
| Netflix (NFLX) | 0.0 | $589k | +3% | 873.00 | 674.88 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $565k | -14% | 1.5k | 383.19 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $532k | -6% | 1.5k | 364.51 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $527k | +5% | 13k | 39.34 |
|
| Analog Devices (ADI) | 0.0 | $522k | 2.3k | 228.26 |
|
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $516k | 2.2k | 235.22 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $516k | -13% | 2.0k | 257.28 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $510k | +15% | 1.1k | 479.11 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $493k | -5% | 922.00 | 535.01 |
|
| Dell Technologies CL C (DELL) | 0.0 | $488k | -2% | 3.5k | 137.92 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $482k | +7% | 2.6k | 182.55 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $482k | -5% | 5.0k | 95.47 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $479k | -4% | 12k | 41.11 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $479k | 1.5k | 312.33 |
|
|
| Norfolk Southern (NSC) | 0.0 | $459k | -2% | 2.1k | 214.69 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $459k | -2% | 4.2k | 110.35 |
|
| Equifax (EFX) | 0.0 | $456k | 1.9k | 242.46 |
|
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $454k | -3% | 3.3k | 138.20 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $453k | 3.1k | 145.75 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $440k | +5% | 5.7k | 77.28 |
|
| FedEx Corporation (FDX) | 0.0 | $432k | +9% | 1.4k | 299.84 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $416k | 5.6k | 74.18 |
|
|
| Intuit (INTU) | 0.0 | $396k | 603.00 | 656.89 |
|
|
| MetLife (MET) | 0.0 | $395k | 5.6k | 70.19 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $395k | -9% | 5.0k | 78.33 |
|
| Target Corporation (TGT) | 0.0 | $386k | -8% | 2.6k | 148.04 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $381k | +5% | 3.1k | 121.87 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $377k | 7.4k | 51.26 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $374k | 4.0k | 92.37 |
|
|
| At&t (T) | 0.0 | $372k | -15% | 20k | 19.11 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $370k | 1.1k | 333.45 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $369k | +9% | 6.4k | 57.99 |
|
| Waste Management (WM) | 0.0 | $362k | +15% | 1.7k | 213.34 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $352k | 3.5k | 99.88 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $348k | 2.0k | 173.48 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $347k | 11k | 31.55 |
|
|
| Pinnacle Financial Partners (PNFP) | 0.0 | $338k | -14% | 4.2k | 80.04 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $336k | -3% | 8.5k | 39.70 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $328k | -7% | 3.4k | 96.26 |
|
| Zoetis Cl A (ZTS) | 0.0 | $324k | -9% | 1.9k | 173.36 |
|
| Manulife Finl Corp (MFC) | 0.0 | $319k | -5% | 12k | 26.62 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $316k | 677.00 | 467.10 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $313k | +8% | 1.7k | 182.40 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $309k | +28% | 5.4k | 57.27 |
|
| Global Payments (GPN) | 0.0 | $308k | 3.2k | 96.70 |
|
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $303k | -4% | 13k | 22.72 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $301k | 618.00 | 487.20 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $301k | 2.4k | 127.48 |
|
|
| Vanguard World Energy Etf (VDE) | 0.0 | $299k | 2.3k | 127.57 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $298k | 4.1k | 72.64 |
|
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $297k | -10% | 8.2k | 36.28 |
|
| Vulcan Materials Company (VMC) | 0.0 | $296k | 1.2k | 248.68 |
|
|
| Philip Morris International (PM) | 0.0 | $294k | 2.9k | 101.33 |
|
|
| Vanguard World Materials Etf (VAW) | 0.0 | $292k | +2% | 1.5k | 192.63 |
|
| Fifth Third Ban (FITB) | 0.0 | $287k | -3% | 7.9k | 36.49 |
|
| Illinois Tool Works (ITW) | 0.0 | $281k | 1.2k | 236.96 |
|
|
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.0 | $280k | 8.5k | 33.03 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $279k | 5.3k | 53.13 |
|
|
| Discover Financial Services (DFS) | 0.0 | $265k | 2.0k | 130.81 |
|
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.0 | $262k | 3.1k | 83.67 |
|
|
| Enbridge (ENB) | 0.0 | $257k | 7.2k | 35.57 |
|
|
| Fidus Invt (FDUS) | 0.0 | $254k | 13k | 19.48 |
|
|
| Chubb (CB) | 0.0 | $253k | 993.00 | 255.08 |
|
|
| Direxion Shs Etf Tr Dly Fin Bull New (FAS) | 0.0 | $253k | NEW | 2.5k | 100.99 |
|
| MasTec (MTZ) | 0.0 | $252k | -33% | 2.4k | 106.99 |
|
| Morgan Stanley Com New (MS) | 0.0 | $245k | 2.5k | 97.19 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $241k | 1.6k | 152.30 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $240k | -5% | 1.1k | 215.01 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $240k | +2% | 6.2k | 38.41 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $237k | 2.9k | 81.65 |
|
|
| Linde SHS (LIN) | 0.0 | $235k | -7% | 535.00 | 438.81 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $231k | -8% | 3.0k | 77.92 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $228k | 2.5k | 92.54 |
|
|
| S&p Global (SPGI) | 0.0 | $228k | 511.00 | 446.00 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $225k | 4.6k | 48.54 |
|
|
| PNC Financial Services (PNC) | 0.0 | $225k | 1.4k | 155.48 |
|
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.0 | $219k | 5.2k | 41.81 |
|
|
| Dollar Tree (DLTR) | 0.0 | $216k | 2.0k | 106.77 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $211k | -25% | 17k | 12.24 |
|
| Nucor Corporation (NUE) | 0.0 | $210k | +2% | 1.3k | 158.08 |
|
| Nortonlifelock (GEN) | 0.0 | $207k | -29% | 8.3k | 24.98 |
|
| South State Corporation (SSB) | 0.0 | $203k | NEW | 2.7k | 76.42 |
|
| Cu (CULP) | 0.0 | $45k | 10k | 4.48 |
|
Past Filings by Bragg Financial Advisors
SEC 13F filings are viewable for Bragg Financial Advisors going back to 2010
- Bragg Financial Advisors 2024 Q2 filed Aug. 15, 2024
- Bragg Financial Advisors 2024 Q1 restated filed May 14, 2024
- Bragg Financial Advisors 2024 Q1 filed May 14, 2024
- Bragg Financial Advisors 2023 Q3 filed Nov. 14, 2023
- Bragg Financial Advisors 2023 Q2 filed Aug. 15, 2023
- Bragg Financial Advisors 2023 Q1 filed May 15, 2023
- Bragg Financial Advisors 2022 Q4 filed Feb. 15, 2023
- Bragg Financial Advisors 2022 Q3 filed Nov. 14, 2022
- Bragg Financial Advisors 2022 Q2 filed Aug. 15, 2022
- Bragg Financial Advisors 2022 Q1 filed May 11, 2022
- Bragg Financial Advisors 2021 Q4 filed Feb. 14, 2022
- Bragg Financial Advisors 2021 Q3 filed Nov. 15, 2021
- Bragg Financial Advisors 2021 Q2 filed Aug. 16, 2021
- Bragg Financial Advisors 2021 Q1 filed May 14, 2021
- Bragg Financial Advisors 2020 Q4 filed Feb. 11, 2021
- Bragg Financial Advisors 2020 Q3 filed Nov. 13, 2020